Public record / Tickers / CELH

CELH — Celsius Holdings, Inc.

Both disclosure regimes on one name: who in Congress filed about CELH, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming CELH
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-12
filed 2025-08-12
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Markwayne Mullin · $1.0K–$15.0K

Sale · traded 2024-01-04 → filed 2025-08-12. Ranked over every CELH row by the provable lower bound, never a point estimate.

No member disclosed CELH in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CELH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CELH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-12Markwayne Mullin R–OKSale · SP (spouse-owned)Traded 2024-01-04 LATE·586d$1K–$15K
2025-08-12Markwayne Mullin R–OKSale · partial (partial sale, member-owned)Traded 2023-12-22 LATE·599d$1K–$15Kamendment pending
2025-07-30Markwayne Mullin R–OKPurchase · SP (spouse-owned)Traded 2023-01-03 LATE·939d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8Sale · JT (jointly owned)Traded 01-13 +31d$1K–$15K
2024-11-07Sheldon Whitehouse D–RISaleTraded 10-08 +30d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in CELH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed CELH in the trailing 12 months.

Congress ↔ notable managers · CELH

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CELSIUS HLDGS INC

Merged timeline of congressional filings and notable-manager moves on CELH
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−157,154 sh
2026-05-15Gotham Asset Management 13Fexit−6,400 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CELH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ALLIANCEBERNSTEIN L.P.$905M1
2BlackRock, Inc.$566M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$313M1
4VANGUARD CAPITAL MANAGEMENT LLC$291M1
5FMR LLC$222M1
6STATE STREET CORP$178M1
7WESTFIELD CAPITAL MANAGEMENT CO LP$134M1
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/$109M1
9MORGAN STANLEY$99.3M1
10Divisadero Street Capital Management, LP$90.0M1
11BALYASNY ASSET MANAGEMENT L.P.$84.9M1
12Champlain Investment Partners, LLC$84.3M1
13Fund 1 Investments, LLC$55.8M1
14CITIGROUP INC$53.9M1
15Junto Capital Management LP$52.3M1
16Invesco Ltd.$51.2M1
17UBS Group AG$50.0M1
18NORTHERN TRUST CORP$49.1M1
19RAYMOND JAMES FINANCIAL INC$48.6M1
20VOYA INVESTMENT MANAGEMENT LLC$47.2M1
21JENNISON ASSOCIATES LLC$46.1M1
22Blue Grotto Capital, LLC$44.7M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$43.6M1
24FULLER & THALER ASSET MANAGEMENT, INC.$43.3M1
25Voss Capital, LP$42.8M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$42.0M1
27Capital International Investors$38.1M1
28Janus Henderson Group Ltd.$37.6M1
29VANGUARD FIDUCIARY TRUST CO$37.1M1
30JUPITER ASSET MANAGEMENT LTD$33.9M1
31FRONTIER CAPITAL MANAGEMENT CO LLC$33.2M1
32Point72 Asset Management, L.P.$30.1M1
33Alyeska Investment Group, L.P.$26.2M1
34COMMERCE BANK$25.0M1
35SUSQUEHANNA INTERNATIONAL GROUP, LLP$24.4M1
36Pictet Asset Management Holding SA$24.0M1
37Retirement Systems of Alabama$19.7M1
38EXCHANGE TRADED CONCEPTS, LLC$18.8M1
39Shay Capital LLC$18.3M1
40BANK OF AMERICA CORP /DE/$18.0M1
41ENVESTNET ASSET MANAGEMENT INC$17.2M1
42WELLINGTON MANAGEMENT GROUP LLP$16.3M1
43PRINCIPAL FINANCIAL GROUP INC$16.1M1
44Universal- Beteiligungs- und Servicegesellschaft mbH$15.2M1
45Squarepoint Ops LLC$15.1M1
46Nuveen, LLC$14.2M1
47LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$13.6M1
48LPL Financial LLC$12.9M1
49ExodusPoint Capital Management, LP$12.7M1
50OFI INVEST ASSET MANAGEMENT$12.6M1
51Broad Bay Capital Management, LP$12.5M1
52SCOPUS ASSET MANAGEMENT, L.P.$11.7M1
53Tyro Capital Management LLC$11.2M1
54AQR CAPITAL MANAGEMENT LLC$11.0M1
55Swiss National Bank$10.9M1
56Walleye Trading LLC$10.7M1
57ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9.8M1
58FIL Ltd$9.8M1
59SEI INVESTMENTS CO$9.5M1
60Man Group plc$9.0M1
61Moran Wealth Management, LLC$8.8M1
62BW Gestao de Investimentos Ltda.$8.7M1
63Clark Capital Management Group, Inc.$8.6M1
64OMERS ADMINISTRATION Corp$8.2M1
65DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.1M1
66FIRST TRUST ADVISORS LP$8.0M1
67Legal & General Group Plc$7.7M1
68Bayberry Capital Partners LP$7.5M1
69Wealth High Governance Asset Management Ltda.$7.4M1
70FINDELL CAPITAL MANAGEMENT LLC$7.1M1
71WELLS FARGO & COMPANY/MN$6.8M1
72OSAIC HOLDINGS, INC.$6.7M1
73Korea Investment CORP$6.4M1
74DIMENSIONAL FUND ADVISORS LP$6.4M1
75Kercheville Advisors, LLC$6.3M1
76CITADEL ADVISORS LLC$6.0M1
77Portolan Capital Management, LLC$5.8M1
78ROYAL BANK OF CANADA$5.7M1
79BEACONLIGHT CAPITAL, LLC$5.5M1
80NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.4M1
81WS MANAGEMENT LLLP$5.3M1
82BAYPOINTE PARTNERS LLC$5.3M1
83CREDIT AGRICOLE S A$5.1M1
84HOWE & RUSLING INC$5.1M1
85VANGUARD ASSET MANAGEMENT, Ltd$5.1M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.0M1
87CANADA PENSION PLAN INVESTMENT BOARD$4.9M1
88Prospect Capital Advisors, LLC$4.6M1
89HUB Investment Partners, LLC$4.6M1
90MILLENNIUM MANAGEMENT LLC$4.6M1
91Sone Capital Management, LLC$4.5M1
92Allianz Asset Management GmbH$4.4M1
93IMC-Chicago, LLC$4.4M1
94INFRASTRUCTURE CAPITAL ADVISORS, LLC$4.3M1
95MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.2M1
96PICTON MAHONEY ASSET MANAGEMENT$4.2M1
97Savoir Faire Capital Management, L.P.$4.1M1
98CWA Asset Management Group, LLC$4.0M1
99UNICOM Systems, Inc.$3.9M1
100BLAIR WILLIAM & CO/IL$3.9M1
101Cetera Investment Advisers$3.8M1
102Walleye Capital LLC$3.7M1
103TORONTO DOMINION BANK$3.7M1
104BANK OF MONTREAL /CAN/$3.6M1
105SUMITOMO MITSUI FINANCIAL GROUP, INC.$3.5M1
106STATE OF WISCONSIN INVESTMENT BOARD$3.5M1
107Bridgewater Associates, LP$3.4M1
108FIFTH THIRD BANCORP$3.3M1
109EFG International AG$3.3M1
110Blackstone Inc.$3.2M1
111Wakefield Asset Management LLLP$3.2M1
112THORNBURG INVESTMENT MANAGEMENT INC$3.1M1
113Bedell Frazier Investment Counselling, LLC$3.1M1
114Eurizon Capital SGR S.p.A.$3.0M1
115Kestra Advisory Services, LLC$3.0M1
116Trexquant Investment LP$3.0M1
117Future Fund LLC$2.9M1
118AMERICAN CENTURY COMPANIES INC$2.9M1
119Sullivan Wood Capital Management LLC$2.9M1
120Bridgefront Capital, LLC$2.9M1
121STIFEL FINANCIAL CORP$2.9M1
122LEVEL FOUR ADVISORY SERVICES, LLC$2.8M1
123Parallax Volatility Advisers, L.P.$2.7M1
124Quantinno Capital Management LP$2.7M1
1254D Advisors, LLC$2.7M1
126XTX Topco Ltd$2.6M1
127Verition Fund Management LLC$2.6M1
128Caption Management, LLC$2.5M1
129Qube Research & Technologies Ltd$2.4M1
130CASTLEARK MANAGEMENT LLC$2.4M1
131STABLEFORD CAPITAL II LLC$2.4M1
132MML INVESTORS SERVICES, LLC$2.3M1
133Vanguard Global Advisers, LLC$2.3M1
134GUGGENHEIM CAPITAL LLC$2.3M1
135GPM Growth Investors, Inc.$2.3M1
136Owlhouse Capital LP$2.3M1
137DIVERSIFY WEALTH MANAGEMENT, LLC$2.2M1
138SWS Partners$2.2M1
139MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
140BOOTHBAY FUND MANAGEMENT, LLC$2.2M1
141INTECH INVESTMENT MANAGEMENT LLC$2.1M1
142PANAGORA ASSET MANAGEMENT INC$2.1M1
143LEAVELL INVESTMENT MANAGEMENT, INC.$2.1M1
144BENNETT SELBY INVESTMENTS LP$2.0M1
145COMMONWEALTH EQUITY SERVICES, LLC$2.0M1
146GATEWAY INVESTMENT ADVISERS LLC$2.0M1
147Fairvoy Private Wealth, LLC$2.0M1
148Schonfeld Strategic Advisors LLC$1.9M1
149State of New Jersey Common Pension Fund D$1.9M1
150M & L Capital Management Ltd$1.9M1
151Sovran Advisors, LLC$1.9M1
152Gradient Investments LLC$1.9M1
153Inspire Investing, LLC$1.9M1
154GROUP ONE TRADING LLC$1.8M1
155Polar Asset Management Partners Inc.$1.7M1
156D. E. Shaw & Co., Inc.$1.6M1
157Amundi$1.6M1
158Banco Santander, S.A.$1.5M1
159Creative Planning$1.5M1
160Arizona State Retirement System$1.5M1
161Rockefeller Capital Management L.P.$1.5M1
162Linden Thomas Advisory Services, LLC$1.5M1
163PEAK6 LLC$1.5M1
164TriaGen Wealth Management LLC$1.4M1
165COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.4M1
166Vanguard Investments Australia, Ltd.$1.4M1
167Zurcher Kantonalbank (Zurich Cantonalbank)$1.4M1
168BARD ASSOCIATES INC$1.4M1
169Diversified Trust Co$1.3M1
170Sequoia Financial Advisors, LLC$1.3M1
171XPONANCE LLC$1.3M1
172Senator Investment Group LP$1.3M1
173NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
174FRANKLIN RESOURCES INC$1.2M1
175FirstWave Capital Management LLC$1.2M1
176OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
177Vanguard Personalized Indexing Management, LLC$1.2M1
178CastleKnight Management LP$1.1M1
179TRUIST FINANCIAL CORP$1.1M1
180M&T BANK CORP$1.1M1
181LuminArx Capital Management LP$1.1M1
182TWO SIGMA INVESTMENTS, LP$1.1M1
183US BANCORP \DE\$1.0M1
184Envestnet Portfolio Solutions, Inc.$1.0M1
185Global Wealth Management Investment Advisory, Inc.$1.0M1
186PINNACLE ASSOCIATES LTD$1.0M1
187Cerity Partners LLC$1.0M1
188RFG Advisory, LLC$979K1
189HSBC HOLDINGS PLC$958K1
190Penn Capital Management Company, LLC$951K1
191Blueshift Asset Management, LLC$936K1
192FOX RUN MANAGEMENT, L.L.C.$933K1
193Cypress Capital Management LLC (WY)$888K1
194ABS Direct Equity Fund LLC$887K1
195HighTower Advisors, LLC$862K1
196Baird Financial Group, Inc.$826K1
197OUTFITTERS FINANCIAL LLC$822K1
198Assenagon Asset Management S.A.$807K1
199Fire Capital Management LLC$792K1
200CIBC WORLD MARKET INC.$776K1
201OPPENHEIMER & CO INC$770K1
202FIRST CITIZENS BANK & TRUST CO$756K1
203Intesa Sanpaolo Wealth Management$738K1
204Kazazian Asset Management, LLC$724K1
205Banque Cantonale Vaudoise$710K1
206Beacon Pointe Advisors, LLC$704K1
207AXQ CAPITAL, LP$701K1
208NOMURA HOLDINGS INC$694K1
209Elevate Capital Advisors, LLC$693K1
210QUADRANT CAPITAL GROUP LLC$673K1
211ZACKS INVESTMENT MANAGEMENT$664K1
212Lighthouse Investment Partners, LLC$649K1
213Marex Group Ltd$649K1
214EPG Wealth Management LLC$646K1
215Apriem Advisors$644K1
216Geneos Wealth Management Inc.$638K1
217CAPSTONE INVESTMENT ADVISORS, LLC$631K1
218Bayesian Capital Management, LP$628K1
219Legacy Bridge, LLC$627K1
220Jefferies Financial Group Inc.$621K1
221Numerai GP LLC$599K1
222WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$598K1
223CHOREO, LLC$596K1
224MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$592K1
225Blue Chip Partners, LLC$592K1
226Gladstone Institutional Advisory LLC$590K1
227HB Wealth Management, LLC$579K1
228Leonteq Securities AG$574K1
229FEDERATED HERMES, INC.$557K1
230Elo Mutual Pension Insurance Co$551K1
231MOODY NATIONAL BANK TRUST DIVISION$551K1
232Pathstone Holdings, LLC$550K1
233Engineers Gate Manager LP$544K1
234DAVENPORT & Co LLC$536K1
235GatePass Capital, LLC$532K1
236Steward Partners Investment Advisory, LLC$526K1
237Allspring Global Investments Holdings, LLC$524K1
238CWM, LLC$520K1
239Federation des caisses Desjardins du Quebec$505K1
240Summit Trail Advisors, LLC$496K1
241DEUTSCHE BANK AG\$474K1
242FOUNDATIONS INVESTMENT ADVISORS, LLC$467K1
243Headlands Technologies LLC$465K1
244GRANITE ISLANDS PRIVATE WEALTH, LLC$459K1
245Enhancing Capital LLC$441K1
246Cresset Asset Management, LLC$423K1
247HARMONY ASSET MANAGEMENT LLC$419K1
248SECURIAN ASSET MANAGEMENT, INC$418K1
249Mendel Money Management$418K1
250Wealthfront Advisers LLC$417K1
251INTACT INVESTMENT MANAGEMENT INC.$415K1
252Crossmark Global Holdings, Inc.$410K1
253Fieldview Capital Management, LLC$409K1
254Private Advisor Group, LLC$409K1
255Gibbs Wealth Management$398K1
256RPG Investment Advisory, LLC$385K1
257Vinva Investment Management Ltd$377K1
258COOKSON PEIRCE & CO INC$375K1
259Encompass More Asset Management$374K1
260MAVERICK CAPITAL LTD$370K1
261VestGen Advisors, LLC$364K1
262Alliance Wealth Advisors, LLC /UT$364K1
263Avior Wealth Management, LLC$363K1
264SLT Holdings LLC$361K1
265ONTARIO TEACHERS PENSION PLAN BOARD$361K1
266JANE STREET GROUP, LLC$356K1
267Xcel Wealth Management, LLC$355K1
268Corient Private Wealth LLC$350K1
269Quadcap Wealth Management, LLC$348K1
270Swiss Life Asset Management Ltd$342K1
271Atom Investors LP$332K1
272Sanctuary Advisors, LLC$324K1
273Falcon Wealth Planning$322K1
274Caprock Group, LLC$321K1
275EVERGREEN CAPITAL MANAGEMENT LLC$320K1
276Index Fund Advisors, Inc.$315K1
277Moors & Cabot, Inc.$315K1
278Utah Retirement Systems$308K1
279TD Waterhouse Canada Inc.$306K1
280Brooklyn Investment Group$301K1
281O'SHAUGHNESSY ASSET MANAGEMENT, LLC$301K1
282Meiji Yasuda Life Insurance Co$300K1
283Portside Wealth Group, LLC$294K1
284ROYAL LONDON ASSET MANAGEMENT LTD$292K1
285Maryland State Retirement & Pension System$292K1
286MERCER GLOBAL ADVISORS INC /ADV$292K1
287CIBC Asset Management Inc$291K1
288Unify Financial Advisors$283K1
289Tidal Investments LLC$278K1
290Nicholas Investment Partners, LP$275K1
291Cyndeo Wealth Partners, LLC$273K1
292&PARTNERS$264K1
293MAI Capital Management$263K1
294Ballentine Partners, LLC$261K1
295Kingdom Financial Group LLC.$252K1
296Everest Financial Group LLC$250K1
297Meiji Yasuda Asset Management Co Ltd.$248K1
298City Center Advisors, LLC$238K1
299Tower Research Capital LLC (TRC)$235K1
300Merit Financial Group, LLC$234K1
301Freestone Grove Partners LP$232K1
302Centiva Capital, LP$229K1
303PRUDENTIAL FINANCIAL INC$229K1
304ProShare Advisors LLC$227K1
305Ameritas Advisory Services, LLC$221K1
306Northwest & Ethical Investments L.P.$217K1
307BROWN ADVISORY INC$215K1
308Atria Investments, Inc$215K1
309Left Brain Wealth Management, LLC$212K1
310PERSONAL CFO SOLUTIONS, LLC$209K1
311Sather Financial Group Inc$208K1
312Polymer Capital Management (US) LLC$207K1
313Sharp Wealth Advisory, LLC$204K1
314SCOTIA CAPITAL INC.$200K1
315Spire Wealth Management$174K1
316Generali Investments Towarzystwo Funduszy Inwestycyjnych$170K1
317SIGNATUREFD, LLC$149K1
318Triumph Capital Management$141K1
319Ankerstar Wealth, LLC$130K1
320RiverPark Advisors, LLC$122K1
321Larson Financial Group LLC$107K1
322Activest Wealth Management$107K1
323NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$103K1
324BNP Paribas Asset Management Holding S.A.$95.5K1
325VIRTUS ADVISERS, LLC$90.1K1
326FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$85.6K1
327Mirae Asset Global Investments Co., Ltd.$77.0K1
328UMB Bank, n.a.$75.7K1
329AlphaCentric Advisors LLC$68.6K1
330Allworth Financial LP$56.8K1
331SUMMIT SECURITIES GROUP LLC$55.9K1
332NATIONAL BANK OF CANADA /FI/$45.3K1
333Opal Wealth Advisors, LLC$36.5K1
334HHM Wealth Advisors, LLC$35.7K1
335Quaker Wealth Management, LLC$35.5K1
336Transamerica Financial Advisors, LLC$35.4K1
337Smartleaf Asset Management LLC$21.3K1
338Wall Street Financial Group, Inc.$20.3K1
339Blue Trust, Inc.$18.8K1
340Atlantic Union Bankshares Corp$16.6K1
341SALEM INVESTMENT COUNSELORS INC$16.1K1
342Parkside Financial Bank & Trust$15.8K1
343MCF Advisors LLC$14.1K1
344Hurley Capital, LLC$11.2K1
345TOTH FINANCIAL ADVISORY CORP$11.0K1
346SITTNER & NELSON, LLC$10.6K1
347Pinnacle Wealth Planning Services, Inc.$10.3K1
348Mitsubishi UFJ Asset Management Co., Ltd.$9.9K1
349Truvestments Capital LLC$9.5K1
350Caitlin John, LLC$9.5K1
351Arax Advisory Partners$9.0K1
352NFSG Corp$8.9K1
353ASSETMARK, INC$6.7K1
354MONTAG A & ASSOCIATES INC$5.3K1
355MEEDER ASSET MANAGEMENT INC$5.0K1
356AMICA MUTUAL INSURANCE CO$4.9K1
357Clearstead Trust, LLC$4.8K1
358SHP Wealth Management$4.6K1
359Clearstead Advisors, LLC$4.4K1
360Vanguard National Trust Co$4.2K1
361CHILTON CAPITAL MANAGEMENT LLC$3.5K1
362VISION FINANCIAL MARKETS LLC$3.5K1
363Sachetta, LLC$3.3K1
364Prestige Wealth Management Group LLC$3.3K1
365CANADA LIFE ASSURANCE Co$3.3K1
366DekaBank Deutsche Girozentrale$2.7K1
367JPL Wealth Management, LLC$2.7K1
368South Dakota Investment Council$2.6K1
369Treasurer of the State of North Carolina$2.5K1
370N.E.W. Advisory Services LLC$2.5K1
371Annis Gardner Whiting Capital Advisors, LLC$2.4K1
372MV CAPITAL MANAGEMENT, INC.$2.3K1
373THRIVENT FINANCIAL FOR LUTHERANS$2.1K1
374Bell Investment Advisors, Inc$2.1K1
375Acumen Wealth Advisors, LLC$2.0K1
376EVOLUTION WEALTH MANAGEMENT INC.$1.8K1
377Cassaday & Co Wealth Management LLC$1.7K1
378Private Wealth Management Group, LLC$1.7K1
379Destiny Wealth Partners, LLC$1.7K1
380Johnson Financial Group, Inc.$1.6K1
381KBC Group NV$1.5K1
382Security National Bank$1.5K1
383SouthState Bank Corp$1.4K1
384MATHER GROUP, LLC.$1.1K1
385Cromwell Holdings LLC$1.1K1
386Financial Network Wealth Advisors LLC$1.0K1
387Avalon Trust Co$9231
388Owl Creek Wealth Partners LLC$8871
389State of Alaska, Department of Revenue$7811
390JFS WEALTH ADVISORS, LLC$7461
391SJS Investment Consulting Inc.$7461
392TFC Financial Management, Inc.$6751
393CVA Family Office, LLC$6391
394True Wealth Design, LLC$6041
395Retirement Wealth Solutions LLC$6041
396PARK AVENUE SECURITIES LLC$4041
397Vestcor Inc$3881
398Grove Bank & Trust$3191
399CLEAR INVESTMENT RESEARCH, LLC$2481
400Intentional Wealth Strategies, LLC$2481
401Beaird Harris Wealth Management, LLC$2131
402Rialto Wealth Management, LLC$1781
403Murphy & Mullick Capital Management Corp$1421
404HFM Investment Advisors, LLC$1421
405DiNuzzo Private Wealth, Inc.$711
406Penserra Capital Management LLC$321
407Matrix Trust Co$111
408Capital Advisors, Ltd. LLC$101
409Winthrop Capital Management, LLC$11
410Avion Wealth$01
411BANK OF NOVA SCOTIA$01
412VANGUARD GROUP INC$01
413KING LUTHER CAPITAL MANAGEMENT CORP$01
414Laird Norton Wetherby Trust Company, LLC$01
415STATE OF MICHIGAN RETIREMENT SYSTEM$01
416TEACHER RETIREMENT SYSTEM OF TEXAS$01
417HARBOUR INVESTMENTS, INC.$01
418BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$01
419COMERICA BANK$01
420ACADIAN ASSET MANAGEMENT LLC$01
421CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$01
422HM PAYSON & CO$01
423MOODY ALDRICH PARTNERS LLC$01
424SHELTON CAPITAL MANAGEMENT$01
425VIRGINIA RETIREMENT SYSTEMS ET Al$01
426RENAISSANCE TECHNOLOGIES LLC$01
427NOMURA ASSET MANAGEMENT CO LTD$01
428COLDSTREAM CAPITAL MANAGEMENT INC$01
429CSS LLC/IL$01
430MASTERS CAPITAL MANAGEMENT LLC$01
431BRIDGEWAY CAPITAL MANAGEMENT, LLC$01
432EASTERN BANK$01
433NATIXIS$01
434ALGERT GLOBAL LLC$01
435CIBC Private Wealth Group LLC$01
436Calamos Advisors LLC$01
437Bangor Savings Bank$01
438Weiss Asset Management LP$01
439Orion Porfolio Solutions, LLC$01
440Mariner, LLC$01
441NORGES BANK$01
442PRELUDE CAPITAL MANAGEMENT, LLC$01
443Manchester Capital Management LLC$01
444J. Goldman & Co LP$01
445MIG Capital, LLC$01
446OXFORD ASSET MANAGEMENT LLP$01
447HRT FINANCIAL LP$01
448Accuvest Global Advisors$01
449Gotham Asset Management, LLC$01
450Brevan Howard Capital Management LP$01
451Edgestream Partners, L.P.$01
452Twin Tree Management, LP$01
453Focus Partners Wealth$01
454Cumberland Partners Ltd$01
455Vontobel Holding Ltd.$01
456Interval Partners, LP$01
457FAS Wealth Partners, Inc.$01
458Cranbrook Wealth Management, LLC$01
459ARMISTICE CAPITAL, LLC$01
460Private Advisory Group LLC$01
461NewEdge Advisors, LLC$01
462Lido Advisors, LLC$01
463Versor Investments LP$01
464Krilogy Financial LLC$01
465Phoenix Financial Ltd.$01
466Independent Advisor Alliance$01
467AE Wealth Management LLC$01
468Holocene Advisors, LP$01
469Claret Asset Management Corp$01
470Vestmark Advisory Solutions, Inc.$01
471WORLDQUANT MILLENNIUM ADVISORS LLC$01
472Global Retirement Partners, LLC$01
473Main Street Financial Solutions, LLC$01
474Cynosure Group, LLC$01
475IEQ CAPITAL, LLC$01
476Woodline Partners LP$01
477ORSER CAPITAL MANAGEMENT, LLC$01
478Meeder Advisory Services, Inc.$01
479SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$01
480Mizuho Markets Cayman LP$01
481Aquatic Capital Management LLC$01
482Aaron Wealth Advisors LLC$01
483Fortis Group Advisors, LLC$01
484State of Wyoming$01
485Wealth Advisory Solutions, LLC$01
486Militia Capital Partners, LP$01
487Orion Capital Management LLC$01
488MANE GLOBAL CAPITAL MANAGEMENT LP$01
489Pallas Capital Advisors LLC$01
490Focus Partners Advisor Solutions, LLC$01
491TUCKER ASSET MANAGEMENT LLC$01
492Clear Street Group Inc.$01
493AlphaQuest LLC$01
494READYSTATE ASSET MANAGEMENT LP$01
495Nicholas Wealth, LLC.$01
496Forum Financial Management, LP$01
497Nilsine Partners, LLC$01
498SageView Advisory Group, LLC$01
499Dunhill Financial, LLC$01
500Templeton & Phillips Capital Management, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CELH

RETAINED WINDOW · ACTIVE HITS

Zero hits on CELH in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CELH · financials and macro

Financials — as filed PLANNED

CELH's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CELH on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing